Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
198,044
shares
|
$19.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 40.84%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
197,353
shares
|
$19.7 Million
4.24% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
185,707
shares
|
$18.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 57.27%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
184,236
shares
|
$18.4 Million
1.52% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
183,642
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
180,198
shares
|
$18 Million
8.25% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
175,307
shares
|
$17.5 Million
5.88% of portfolio
|
Q3 2024
Added 31.76%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
171,605
shares
|
$17.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
169,649
shares
|
$17 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
166,279
shares
|
$16.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
161,296
shares
|
$16.1 Million
5.53% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
161,035
shares
|
$16.1 Million
1.89% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
158,282
shares
|
$15.8 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
155,162
shares
|
$15.5 Million
1.59% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
150,432
shares
|
$15 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
147,647
shares
|
$14.8 Million
0.79% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
143,412
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
140,723
shares
|
$14.1 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
140,625
shares
|
$14.1 Million
8.66% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
139,243
shares
|
$13.9 Million
2.26% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
137,456
shares
|
$13.7 Million
5.34% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
132,813
shares
|
$13.3 Million
6.73% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
132,759
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.39%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
132,708
shares
|
$13.3 Million
4.98% of portfolio
|
Q3 2024
Added 25.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
130,753
shares
|
$13.1 Million
0.18% of portfolio
|
Q3 2024
Added 8.13%
|